SWM
PPI

Silverlake Wealth Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Silverlake Wealth Management’s Portfolio PPI Stock Details PPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Buy
73,213
+12,419
+20% +$256K 0.32% 97
2025
Q4 		$1.13M Buy
60,794
+18,383
+43% +$342K 0.25% 115
2025
Q3 		$777K Buy
42,411
+20,863
+97% +$359K 0.19% 138
2025
Q2 		$352K Buy
+21,548
New +$324K 0.1% 214

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $239M AUM 18.43% 1-Year Est. Return

Silverlake Wealth Management's PPI Position: Q1 2026 in Review

Silverlake Wealth Management increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 20% in Q1 2026, buying an estimated $256K and bringing the position to 73,213 shares worth $1.52M. The position accounts for 0.32% of the portfolio, ranked #97.

Silverlake Wealth Management first reported a position in PPI in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • Silverlake Wealth Management held 73,213 shares of AXS Astoria Inflation Sensitive ETF worth $1.52M as of Q1 2026.
  • Silverlake Wealth Management bought 12,419 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $256K.
  • AXS Astoria Inflation Sensitive ETF made up 0.32% of Silverlake Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Silverlake Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.